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《大行報告》花旗降輝瑞(PFE.US)目標價至28美元 評級「中性」
花旗發表報告指出,輝瑞(PFE.US)非公認會計原則(non-GAAP)下對2024財年的指引非常保守,似乎旨在重建投資者信心。該行對公司明年每股盈利預測為2.49美元,較公司指引2.05至2.15美元的上限高出約11%。隨著通脹下降,輝瑞達6%的收益率或愈來愈有吸引力。 此外,該行注意到新冠病毒JN.1變異株相關的疫情感染及住院水平不斷上升。長遠而言,該行指輝瑞斥430億美元收購癌症藥物生物技術公司Seagen(SGEN.US)的潛在優勢,將取決於輝瑞腫瘤研究與Seagen之間的化學反應。 該行美股方面偏好默克(MRK.US)、AbbVie(ABBV.US)及禮來(LLY.US),歐股中偏好阿斯利康(AZN.US)、Novo Nordisk A/S(NVO.US)、Roche Holding(RHHBF.US)與Sanofi(SNY.US)。該行對輝瑞目標價由35美元下調至28美元,評級「中性」。
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